Wall Street Breakfast

General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: AMD, ALC, and more
Trump to host Wall Street CEOs on Wednesday at White House - report
Foxconn sees AI-driven growth in 2026, teases OpenAI announcement
Trump wants to drill oil off California coast, Newsom calls plan 'dead on arrival'

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Turing Award-winning AI scientist Yann LeCun heads to startup land. (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans. (3:03)

Show Notes
S&P 500 more correlated to Nvidia than its own 500 components
Michael Burry targets hyperscaler accounting
   
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50-year mortgage: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be on track to turn a profit much faster than OpenAI. (02:27)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: BBAI, RKLB, and more
US Senate passes bill to end longest ever government shutdown, sending it to House
Nebius Q3 Earnings Preview: What to expect?
Tesla chair says the company could be on the cusp of the largest value-creation event in history

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AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41)

Show Notes
BofA says short hyperscaler bonds
Source says Papa John’s deal report not true
   
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Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: RUM, MTSR, and more
SA Asks: What are the best AI-focused ETFs right now?
Duffy: Air travel will slow to a 'trickle' ahead of Thanksgiving if shutdown persists
Tesla's Cybertruck head quits after eight years

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Hedge funds will disclose positions ahead of Friday’s 13F deadline. (0:17) Disney to report earnings amid YouTube battle. (1:30) Trump slams ‘money sucking’ health insurers. (3:08)

Show Notes 
Earnings Calendar
Dividend Roundup

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Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatility and speculative investments (11:59) Upcoming earnings and economic indicators (14:49)

Show notes: 
AMD outlines 2025 growth strategy with AI and server expansion
Wall Street continues to decline as AI trade's downtrend persists
What to know as Michael Burry bets against Nvidia and Palantir
Year-to-date U.S. job cuts top 1M, exceeding 2024's full-year total: Challenger Report

Episode transcripts: seekingalpha.com/wsb

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Joby's (JOBY) Blade to launch 12-minute helicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI chip to China - report. (01:32) Tesla (TSLA) shareholders vote in favor of CEO Elon Musk's $1 trillion compensation. (02:06)

Episode transcripts seekingalpha.com/wsb.

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Take the Quiz: Investment News Quiz - Friday, Nov. 7
Biggest stock movers Friday: TSLA, XYZ, DKNG, and more
Musk says Tesla may build “gigantic” chip fab to power its AI ambitions
Airbnb surges despite Q3 EPS miss, expects wider FY margins
Archer Aviation stock dips after wider Q3 loss, Hawthorne airport deal

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Jensen Huang backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How to spot an AI bubble about to pop. (1:51)

Show Notes
Snap soars on Perplexity deal
Microsoft’s AI team forms Superintelligence Group       

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FAA to reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech Metsera (MTSR) as takeover battle rages - FT. (01:49) Warner Bros. Discovery (WBD) sets Christmas deadline for sale or split - report. (02:25)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: SNAP, QCOM, and more
Warren Buffett's Berkshire Hathaway plans another yen-denominated bond issue - report
Jamie Dimon says $20B bank loan for Argentina ‘may not be necessary’ - Reuters
SoftBank is said to have explored potential takeover of chipmaker Marvell Technology

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